FBB
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Fulton Breakefield Broenniman’s Enphase Energy ENPH Stock Holding History

Fulton Breakefield Broenniman’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,217
Closed -$3.42M – 195
2024
Q3 		$3.42M Sell
30,217
-1,108
-4% -$124K 0.24% 68
2024
Q2 		$3.12M Buy
31,325
+567
+2% +$66K 0.23% 65
2024
Q1 		$3.72M Buy
30,758
+19,372
+170% +$2.26M 0.29% 60
2023
Q4 		$1.5M Buy
11,386
+107
+0.9% +$11.3K 0.12% 78
2023
Q3 		$1.36M Buy
11,279
+938
+9% +$134K 0.12% 80
2023
Q2 		$1.73M Buy
10,341
+1,459
+16% +$261K 0.14% 72
2023
Q1 		$1.87M Buy
+8,882
New +$1.92M 0.16% 73

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fulton Breakefield Broenniman's ENPH Position: Q4 2024 in Review

Fulton Breakefield Broenniman sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 30,217 shares — an estimated $3.42M sold.

Fulton Breakefield Broenniman first reported a position in ENPH in Q1 2023 and held it in 7 quarters. The position peaked at $3.72M in Q1 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Fulton Breakefield Broenniman reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 30,217 Enphase Energy shares in Q4 2024, an estimated $3.42M.
  • Fulton Breakefield Broenniman first reported a position in Enphase Energy in Q1 2023 and held it in 7 quarters.
  • Fulton Breakefield Broenniman's Enphase Energy position peaked at $3.72M in Q1 2024.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Fulton Breakefield Broenniman's 13F filing for Q4 2024, filed 23 Jan 2025.